2023 Form 5500 filing — Lee Motor Group Inc. Employees' 401(K) Plan
Plain-English filing summary
According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240807134707NAL0006444352001) for Lee Motor Group Inc. Employees' 401(K) Plan, reported by Lee Motor Group Inc. under EIN 56-6282662 and plan number 001. It reports 316 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240807134707NAL0006444352001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Lee Motor Group Inc.
- EIN
- 56-6282662
- Plan number
- 001
- Location
- Wilson, NC
- Participants
- 316
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $14,173,634
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $14,173,634
- Employer contributions
- $332,161
- Participant contributions
- $1,145,532
- Total income / additions
- $3,666,705
- Benefits paid
- $695,471
- Administrative expenses
- $15,416
- Total expenses
- $712,212
- Net increase / (decrease)
- $2,954,493
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Lee Motor Group Inc. | OTHER | $9,850 | not reported in the loaded dataset |
| Capital Group Retirement Plan Svcs. | RECORDKEEPER | $5,566 | $0 |